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Setter Team Training
Setter Team Systems & Processes
Welcome To the FlipSystem Sales Team! (0:31)
Company Expectations
What To Expect - Training BootCamp Roadmap
Access + Update Your Profile on Slack (0:34)
Access HubSpot
Access FlipSystem (Client Facing) Teachable
Google Calendar Settings
Blocking Calendars (Google Calendar) (1:50)
How To Color Code Calendars (1:16)
Create HubSpot Meeting Links (6:41)
Questions?
Get FlipSystem Merch
SDR System & Process
The Sales Process & Script
Understanding the Triage Script (32:57)
Walking Through The Entire Setter Process A-Z (17:15)
Our Client Testimonials!
EOD Report
Free Resources To Send Prospects
Do Not Contact People In Utah
How To Unenroll Someone From A SMS Sequence (4:06)
Hubspot
Basics of Hubspot (5:15)
Setters Only (Outbound Dials) - Logging Meetings (3:09)
Speed to lead
How to Set Meeting Outcomes (4:34)
How to Call Through HubSpot (2:11)
How to Take Notes on HubSpot (2:57)
How to Reschedule a Prospect (1:58)
How to Use Tasks & Queues (3:35)
Using the Email Template When Disqualifying Prospects (1:48)
How to Clean Up Meetings in HubSpot (2:15)
Deal Stage Description (9:05)
Meeting Outcome Description
How To Clean Up End Of Day Reporting (7:33)
Keeping Track Of Advisor Calls
Understanding Your No Show/Needs Rescheduling List (1:15)
How to Make Sure A Lead Won't Be In A PowerDialer List (1:02)
How to Manage Your Pipeline As an SDR (3:28)
Can I Open Up More Days In My Calendar? (5:16)
How to Schedule a Meeting or BAMFAM (2:21)
NEVER DELETE MEETINGS FROM ANYWHERE EVER
Aloware
Installing Chrome Extension Aloware (1:53)
How to Integrate Aloware & HubSpot (2:04)
How to See Aloware Activity in HubSpot (0:53)
How to PowerDial on Aloware (2:31)
How to Outbound Dial #Qualified-Leads-No-Booked-Call Channel (2:11)
How to Look into Aloware Analytics for EOD Report (2:03)
How to Tag People on Aloware (2:50)
Antoine's Calls
Triage Call Examples
Time Off
How To Request Time Off (1:19)
Schedule Mock Call
Once You Go Through The Entire Training - Book A Mock Call With Asif
Once You Get The Green Light From Greg
After Mock Get Greg to Give You Access To Below
Access + Basics of Aloware (7:46)
Overview of Gong (9:38)
Download hubspot sales plugin
How To Unenroll Someone From A SMS Sequence
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